Key Takeaways: Work with experts who focus on your interests and needs, not just on the latest and “greatest” solutions. Family members need to be open about finances, at least to some extent. Wealth plans…

Key Takeaways: Keep a running list of retirement ideas, and carve out time to think deeply about your future retirement life. Take steps to boost your creative thinking abilities. Define your life of significance and…

Key Takeaways: Older workers are sticking around, even as huge numbers of Millennials join the workforce. Age-diverse businesses often generate more innovative solutions and achieve greater success than more monolithic companies. How you approach mentoring,…

Key Takeaways: You can define what your family stands for and cares about—or you can allow the world to do it. When families are clear and intentional about their values, they can potentially become more…

Key Takeaways: Earn-outs can help sellers and buyers make a deal when they don’t agree on a firm’s value. Details around post-sale control of the company and around timing of the earn-out are major issues…

Key Takeaways: Making New Year’s resolutions, and then soon falling short on them, is a very human practice. (One that dates back millennia, in fact.) The human brain craves habit—and making new, healthier habits is…

Key Takeaways: Compliments and recognition—from you to your team, and from team members to each other—are more powerful than most people think. Having serious, meaningful conversations with your people can boost mutual trust and happiness…

Key Takeaways: An exit plan should be closely examined to see whether it’s on track. How confident are you that you’re protected from frivolous lawsuits? Retirement plans can have multiple goals for business owners. As…

Key Takeaways: Financial criminals have their sights set on the affluent. Their methods include email phishing, fraudulent investments, tax scams and beyond. Some of the best moves you can make to shut them down involve…

Key Takeaways: A focus on results—not the solutions to get the results—is important. Top professionals focus on their best skills and outsource the rest. Connecting with others and building productive relationships can produce superior outcomes.…